Latest Institutional Transactions on Virtus Investment Partners, Inc. (VRTS)
This table provides information on the latest institutional transactions involving Virtus Investment Partners, Inc. (VRTS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2021
Q2 2021
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-664Closed |
$160K - $198K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Aug 30, 2024
Q1 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
80New |
$16.3K - $21.1K
|
80
$17.7K
|
|
|
May 17, 2021
Q1 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-868Closed |
$177K - $229K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-7.6KClosed |
$1.55M - $2M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-269Closed |
$54.9K - $71K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-7Closed |
$1.43K - $1.85K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
SELL
|
- |
-5Closed |
$1.02K - $1.32K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-2.67KClosed |
$544K - $704K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
347New |
$70.8K - $91.5K
|
347
$76.7K
|
|
|
May 11, 2021
Q1 2021
|
Eam Investors, LLC
Solana Beach, CA |
SELL
|
- |
-9.42KClosed |
$1.92M - $2.48M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Eam Global Investors LLC
Solana Beach, CA |
SELL
|
- |
-13.3KClosed |
$2.71M - $3.5M
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-2Closed |
$408 - $528
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-144Closed |
$29.4K - $38K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-421Closed |
$85.9K - $111K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Baugh & Associates, LLC
|
SELL
|
- |
-11.8KClosed |
$2.4M - $3.11M
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Veriti Management LLC
|
SELL
|
- |
-323Closed |
$65.9K - $85.2K
|
0
$0
|
|
|
Apr 08, 2021
Q1 2021
|
Baldwin Brothers LLC
|
SELL
|
- |
-13Closed |
$2.65K - $3.43K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Chiron Capital Management, LLC
|
SELL
|
- |
-1Closed |
$138 - $217
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
11New |
$1.52K - $2.39K
|
11
$2.43K
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
10New |
$1.38K - $2.17K
|
10
$2.21K
|
|
|
Jan 29, 2021
Q4 2020
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
25New |
$3.46K - $5.43K
|
25
$5.52K
|
|
|
Jan 15, 2021
Q4 2020
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-2.22KClosed |
$307K - $482K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 19, 2020
Q3 2020
|
Tru Independence LLC
|
SELL
|
- |
-1Closed |
$113 - $145
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-54Closed |
$6.11K - $7.83K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-5.38KClosed |
$608K - $779K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1Closed |
$113 - $145
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.36KClosed |
$266K - $341K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Mackay Shields LLC
|
SELL
|
- |
-5.6KClosed |
$633K - $812K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-47Closed |
$5.31K - $6.81K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-280Closed |
$18.2K - $32.8K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Solas Capital Management, LLC
Darien, CT |
SELL
|
- |
-6.04KClosed |
$393K - $707K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Systematic Financial Management LP
Teaneck, NJ |
SELL
|
- |
-4.18KClosed |
$272K - $489K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Aigen Investment Management, LP
|
SELL
|
- |
-16Closed |
$1.04K - $1.87K
|
0
$0
|
|
|
Jul 30, 2020
Q2 2020
|
Peregrine Capital Management LLC
|
SELL
|
- |
-135KClosed |
$8.81M - $15.8M
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
Heritage Wealth Advisors
|
BUY
|
- |
16+ 228.57% |
$1.04K - $1.87K
|
23
$5.08K
|
|
|
Jul 09, 2020
Q2 2020
|
Arden Trust CO
|
SELL
|
- |
-10Closed |
$651 - $1.17K
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-2.26KClosed |
$147K - $264K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Feb 13, 2024
Q1 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-5Closed |
$287 - $694
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Oberweis Asset Management Inc
Lisle, IL |
SELL
|
- |
-2.2KClosed |
$126K - $305K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-69Closed |
$3.96K - $9.58K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3+ 75.0% |
$172 - $416
|
7
$1.55K
|
|
|
May 15, 2020
Q1 2020
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2+ 100.0% |
$115 - $278
|
4
$884
|
|
|
May 14, 2020
Q1 2020
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-2.42KClosed |
$139K - $336K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-117Closed |
$6.71K - $16.2K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-5.89KClosed |
$338K - $817K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.85KClosed |
$106K - $257K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Keybank National Association
|
SELL
|
- |
-2.35KClosed |
$135K - $326K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-2.69KClosed |
$154K - $374K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-9.76KClosed |
$559K - $1.35M
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Bartlett & Co. LLC
|
SELL
|
- |
-5Closed |
$287 - $694
|
0
$0
|
|